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Dana Vinci
Client Services Coordinator
As the Investment Coordinator at Tomoro, Dana Vinci ensures efficient client servicing and manages investment activities with precision. With over 10 years in financial services, Dana excels in case management and supports Tomoro’s Executive Team and back office.
Dana holds a degree from the University of Hartford and leverages her background to enhance client interactions and manage the investment process seamlessly. Her dedication to client service and meticulous approach contribute significantly to Tomoro’s commitment to high-quality investment solutions.
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September 2026: Tomoro Market & Portfolio Update
This Month’s Key Takeaways U.S. markets advanced in August as strong corporate earnings and continued enthusiasm around AI supported equities, whil...
August 2026: Tomoro Market & Portfolio Update
This Month’s Key Takeaways U.S. markets were mixed in July, as continued strength in corporate earnings and optimism around AI were offset by risin...
ESOPs Explained: A Practical Option for Business Owners Planning an Exit
If you are thinking about selling your business, you are likely balancing a few competing goals. You want fair value. You want to reduce taxes wher...
Business Owner Priorities Today: Control, Resilience, and Optionality
Many business owners today are not asking about exit timing. They are asking about control. They want confidence that the business can absorb press...
The Case for Including Bitcoin in a Diversified Portfolio
Executive Summary As fiduciaries, one of our roles is to help clients achieve their long-term financial goals by prudent, research-driven portfolio...
The Big Beautiful Bill Act Is Now Law
What It Means for Individuals, Business Owners, and Long-Term Strategy On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law—...
Why Wealthy Families are Turning to Independent Wealth Managers
Traditionally, the term “wealth management” conjures images of vast, venerable institutions. Gray suits. Jet black buildings. Nineteenth century fo...
The Family Business Succession Playbook
Legend has it that Andrew Carnegie, an all-time titan of industry, once commented on the challenge of preserving family wealth beyond three generat...
